Bhumik Modi Email
Associate Adviser @ Allied Wealth | Sydney
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Bhumik Modi Location
- Sydney, NSW, AU
Bhumik Modi Work
- Associate Adviser @ (April 2026 - Present)
- Wealth Associate @ (September 2025 - February 2026)
- Associate and Paraplanner @ (December 2021 - August 2025)
- Paraplanner @ Aon Insurance Broker - Money Fitness Centre (December 2020 - December 2021)
- Remediation Specialist @ (September 2019 - January 2020)
- Compliance and Remediation Analyst @ (November 2018 - August 2019)
- Financial Planning Assistant @ Integrity Wealth (July 2016 - August 2017)
Bhumik Modi Education
- Kaplan Professional
Graduate Diploma of Financial Planning (Financial Planning and Services)
2022-2023 - QUT (Queensland University of Technology)
Master’s Degree (QUTEFS(Queensland University of Technology Economics and Finance Society) QUTASA (Queensland University of Technology Accountancy Soicety Assoication))
2015-2017 - MIT World Peace University
Bachelor of Business Administration (B.B.A.) (Enterpreneur club, CASAC (Creative and Social activity club), NSS (National Service Scheme))
2011-2014 - Sinhgad Institute Of Management
Higher Secondary Certificate(HSC) (Singhad Karandak, Treking club)
2009-2011 - Dr.Mrs Erin N Nagarvala Residential School
(Debate Team, Various indoor and outdoor sports, Trekking .)
1997-2009
Bhumik Modi Summary
- Bhumik Modi, based in Sydney, NSW, AU, is currently a Associate Adviser at Allied Wealth | Sydney. Bhumik Modi brings experience from previous roles at Perpetual Limited, Nebula Financial, Aon Insurance Broker - Money Fitness Centre and RACQ. Bhumik Modi holds a 2022 - 2023 Graduate Diploma of Financial Planning in Financial Planning and Services @ Kaplan Professional. Bhumik Modi has 2 emails on RocketReach.
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